George's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 73 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 59 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 17 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 40 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 7 )
£100k - £200k ( 10 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
( 1 )
Review
by a verified client in Norfolk
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and retirement advice
How has George Cooksley helped you?
Always practical, helpful and easy to talk to.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Bristol
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to plan.
How has George Cooksley helped you?
General advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially through sipp provider
How has George Cooksley helped you?
Provided pension modelling
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Nothing
Review
by a verified client in Surrey
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and advice on pensions
How has George Cooksley helped you?
I have known George for over 8 years and he has always given sound, sensible advice on my pension options. He is very knowledgeable and explains things clearly and logically. I feel confident in dealing with George and trust his advice.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to review inheritance money and prepare for retirement
How has George Cooksley helped you?
7 years
Have you seen the outcome you were hoping for?
yes
What could they have done better?
sometimes been quicker to respond.